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Victory Financial Group’s McDonald's MCD Stock Holding History

Victory Financial Group’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$705K Buy
2,270
+146
+7% +$46.5K 0.09% 154
2025
Q4 		$649K Buy
2,124
+299
+16% +$91.6K 0.08% 152
2025
Q3 		$554K Sell
1,825
-186
-9% -$56.6K 0.08% 139
2025
Q2 		$588K Buy
2,011
+506
+34% +$156K 0.09% 111
2025
Q1 		$469K Buy
1,505
+745
+98% +$223K 0.09% 107
2024
Q4 		$220K Buy
+760
New +$227K 0.06% 128

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Victory Financial Group's MCD Position: Q1 2026 in Review

Victory Financial Group increased its McDonald's (MCD) stake by 6.9% in Q1 2026, buying an estimated $46.5K and bringing the position to 2,270 shares worth $705K. The position accounts for 0.09% of the portfolio, ranked #154.

Victory Financial Group first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Victory Financial Group held 2,270 shares of McDonald's worth $705K as of Q1 2026.
  • Victory Financial Group bought 146 McDonald's shares in Q1 2026, an estimated $46.5K.
  • McDonald's made up 0.09% of Victory Financial Group's portfolio in Q1 2026, its #154 holding.
  • Victory Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.